Sonia is a Director of Planning and Client Relations at Family Wealth Solutions, where she leads the firm’s financial planning process, developing comprehensive plans and working closely with advisors to deliver thoughtful, personalized guidance. She is dedicated to helping clients navigate their financial goals while ensuring every planning experience is clear, collaborative, and tailored to their unique needs.

Sonia earned her Master of Business Administration from DeVry University and has previously worked at Wells Fargo Advisors and Raymond James. She holds Series 7 and 66 securities licenses, as well as life and health insurance licenses. Most recently, she received her Financial Paraplanner Qualified Professional (FPQP®) designation from the College of Financial Planning.

Originally from India, Sonia lives in Tampa with her husband, Kunal, and their children, Stuti and Kiana. In her free time, Sonia enjoys spending time with her family, relaxing by the pool, and painting. She loves visiting her parents in India.